Hubspot

Productlane connects to HubSpot in three ways. Your sales team sees a customer's support threads on their HubSpot record. Each morning, the past day's conversations go into HubSpot as notes. New Productlane contacts and companies appear in HubSpot as well.

HubSpot needs the Scale plan or above. An Admin connects it.

Set it up

1. Go to Settings > Integrations > HubSpot and click Connect.

2. Pick your HubSpot account and approve the access Productlane asks for. HubSpot warns that Productlane is an unverified app: type I accept the risk and click Connect.

3. HubSpot then asks you to install a second app, the Productlane card. Approve that one too.

You return to Productlane once both are approved. Notes and contacts start syncing on their own.

Connected before November 5, 2026? Click Install next to Feedback card on HubSpot records to add the card app.

Add the Feedback card to your records

The card works on contact and company records, in the middle column or the right sidebar. Deal records don't support it.

Contacts

1. In HubSpot, open any contact and click Customize.

2. Open the view you want to change, for example Default view.

3. Click + at the top of the middle column or the right sidebar.

4. Open App cards, then click Add card under Feedback.

5. Click Save.

Companies

Follow the same steps from a company record.

The card is listed under App cards. HubSpot's Discover app cards search lists marketplace apps, so Productlane isn't in it.

The Feedback card

Push to Productlane sits at the top of the card.

Below it, the card shows the 5 newest threads from that contact or company. Each one has its title and opening lines, and links to the thread in Productlane. When there are more, a link opens the full list in Productlane.

Delivery status lists the Linear issues and projects linked to those threads, with their current status.

The card fills in once Productlane has linked the HubSpot record to a Productlane contact or company. Until then it reads No feedback yet. See Contacts and companies for how linking works.

Push to Productlane

Push to Productlane turns HubSpot activity into a Productlane thread. It opens a window with four tabs: Notes, Emails, Calls, and Meetings.

Click an item to copy its text into the box below. Edit the text, then click Submit.

The thread appears in your Productlane inbox, linked to the contact or company. It starts with a View in HubSpot link back to the record.

Pushing from a contact record adds the person who pushed to your workspace as a Viewer, if they aren't a member yet. Viewers are free.

Daily support notes

Every morning at 07:15 (Berlin time), Productlane writes one note for each conversation that had messages in the past 24 hours.

The note goes on the HubSpot contact with the same email address. When the conversation has no contact email, it goes on the company with the matching domain. Productlane creates that contact or company in HubSpot if it's missing.

Each note lists the past day's messages with their sender and time. A link at the bottom opens the full thread. Internal comments stay in Productlane.

Contacts and companies

Productlane adds its companies and contacts to HubSpot. It matches a company by domain and a contact by email address. When the record already exists in HubSpot, Productlane links to it and leaves its fields as they are.

New HubSpot contacts get their name from Productlane. New companies are named after their domain.

This runs when someone creates a contact or company in Productlane, and again every morning. A contact is added once it belongs to a company in Productlane.

Data moves from Productlane to HubSpot. The one way back is Push to Productlane.

Once a record is linked, Open in HubSpot appears on its page in Productlane.

Reconnect

If HubSpot turns down a request from Productlane, the HubSpot settings page shows a Reconnect banner. Daily notes pause until you click Reconnect and approve again in HubSpot.

Reconnect with the HubSpot account you first connected. Productlane stays linked to that account.

Disconnect

Only an Admin can disconnect. Notes already in HubSpot stay there, and new conversations stop syncing.

The Feedback card then reads Productlane could not load this record's feedback. To remove it, uninstall the Productlane card app under Connected apps in your HubSpot settings.

Common questions